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  • Who We Are
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    • Accounts Payable
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• Students
  • Perkins Loan Services
    • Perkins Defaulted Loans
    • Perkins Deferments
    • Perkins Deferments With No Cancellation Provisions
    • Perkins Employment Cancellations - Other
    • Perkins Employment Cancellations - Teaching
    • Perkins Employment Deferments and Cancellations
    • Perkins Exit Interviews
    • Perkins Forbearance
    • Perkins Glossary
    • Perkins Loan Assignments
    • Perkins Loan Consolidation
    • Perkins Loan Discharges
    • Perkins Loan Rehabilitation
    • Perkins Payment Options
    • Perkins Privacy Notice
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    • Where's My Check?
    • Bursar (Cashier)
    • Institutional Loans
  • Nurse Faculty Loan Program (NFLP) Services
    • NFLP Defaulted Loans
    • NFLP Deferments
    • NFLP Employment Cancellations
    • NFLP Exit Interviews
    • NFLP Forbearance
    • NFLP General Information
    • NFLP Leave of Absence
    • NFLP Payment Options
• Services
  • Tax Services
    • Tax Forms
    • Employee / Independent Contractor Classification
    • Independent Contractor Payments
    • Nonresident Taxes
    • Glacier—Nonresident Tax Compliance System
    • State and Local Income Tax
    • Unrelated Business Income Tax (UBIT)
    • Exemptions from Taxation
    • International Tax Compliance
    • W-2 Printing Elections and Opting Out of Paper Copies
  • Administrative Services
    • Request for W-9 & Credit Letters
  • Financial Accounting and Reporting
    • Account Creation and Control
    • Annual Financial Reports
    • Fiscal Year-End Information
    • Plant Funds
    • Reports to State
      • Service Center Rate Requests
  • Inventory Services
  • Payroll Services
    • The Office
  • Treasury and Risk Management
    • Bursar (Cashier) Services
    • Cash Management Services
    • Payment Information
    • Risk Management
      • Appendix 2 - Monitoring Plan Definitions
      • Segregation of Duties and Reconciliation of Accounts Monitoring Plan
• User Support and Resources
  • Applications
  • Policies and Processes
    • Handbook of Business Procedures
      • Glossary of Business and Financial Terms
      • HBP Content Updates
      • HBP Part 1. Business And Financial Administration
        • HBP Part 1.3.2. Signature Authority
      • HBP Part 2. Fund Accounting
        • HBP Part 2.1. Account Structure
        • HBP Part 2.2. Types of Funds
          • HBP Part 2.2.1 Education and General Funds-- 14- and 20-Accounts
          • HBP Part 2.2.2. Service Center Funds--18-Accounts
          • HBP Part 2.2.3. Designated Funds--19-Accounts
          • HBP Part 2.2.5. Auxiliary Funds--29-Accounts
          • HBP Part 2.2.6. Gift Funds--30-Accounts
          • HBP Part 2.2.7. Loan Funds--32-Accounts
          • HBP Part 2.2.8. Unexpended Plant Funds--36-Accounts
          • HBP Part 2.2.9. Investment in Plant--39-Accounts
          • HBP Part 2.2.10. Agency Funds--41-Accounts
          • HBP Part 2.2.11. Endowment Funds--57-Accounts
          • HBP Part 2.2.12. Annuity and Life Income Funds--58-Accounts
        • HBP Part 2.4. Balance Forwards
        • HBP Part 2.5. Account Reconciliation
        • HBP Part 2.6. Overdraft Approval
        • HBP Part 2.7. Account Balances
      • HBP Part 3. Budget
        • HBP Part 3.1. Introduction and Resources
        • HBP Part 3.3. Operating Budget Adjustments and Changes
        • HBP Part 3.4. Disposition of Fiscal Year-End Account Balances
        • HBP Part 3.5. Capital Budget
      • HBP Part 4. Fund Transfers
        • HBP Part 4.2.2. Voucher Adjustments and Corrections - VT6 Guidelines
      • HBP Part 5. Sales of Goods and Services
        • HBP Part 5.3. Accounts Receivable
          • HBP Part 5.3.1. Centralized Receivables
          • HBP Part 5.3.2. Sponsored Receivables
          • HBP Part 5.3.3. Other Accounts Receivable
        • HBP Part 5.4. Unrelated Business Income Tax (UBIT)
        • HBP Part 5.5. Sales Tax - General Information
          • HBP Part 5.5.1. Recording Sales Tax Deposits in *DEFINE
          • HBP Part 5.5.2. Payment and Distribution of Texas Sales Tax
          • HBP Part 5.5.3. Payment and Distribution of Sales Tax for Other States
          • HBP Part 5.5.4. Tax on Internet Sales
        • HBP Part 5.6. Sales and Services Returned Payments
      • HBP Part 6. Cash Handling
        • HBP Part 6.1. Cash Handling Introduction and Resources
        • HBP Part 6.2. Cash Collections
        • HBP Part 6.3. Check Collections
        • HBP Part 6.4. Credit Card Collections
        • HBP Part 6.5. Deposits
        • HBP Part 6.6. Petty Cash Funds
      • HBP Part 7. Purchasing
        • HBP Part 7.1. Introduction and Resources
        • HBP Part 7.2. Authority to Obligate
        • HBP Part 7.3. Purchasing Ethics
        • HBP Part 7.4. Purchasing Process
        • HBP Part 7.5. Solicitation Procedures - General Information
          • HBP Part 7.5.1. eCommerce - UT Market
          • HBP Part 7.5.2. Use of Existing Contracts
          • HBP Part 7.5.3. Exclusive Acquisition
          • HBP Part 7.5.4. Informal Bids - Purchasing Value of $15,000.01 - $50,000
          • HBP Part 7.5.5. Invitation to Bid (ITB) - Purchase Value Greater Than $50,000; Based Solely on Price and Delivery
          • HBP Part 7.5.6. Request for Proposal (RFP) - Purchase Value Greater Than $50,000; Based on Factors in Addition to Price and Delivery
          • HBP Part 7.5.7. Request for Qualifications - Used to Qualify Suppliers
          • HBP Part 7.5.8. Request for Information (RFI) - Used to Gather Information and Specifications
          • HBP Part 7.5.9. HUB Subcontracting Requirements (HSP)
          • HBP Part 7.6. Federal Purchasing Guidelines - General Information
            • HBP Part 7.6.1. Debarment and Suspension
            • HBP Part 7.6.2. Cost Reasonableness or Cost/Price Analysis - Federal Grants and U.S. Government Prime Contracts
            • HBP Part 7.6.3. Additional Thresholds for U.S. Government Prime Contracts
            • HBP Part 7.6.4. Federal Reporting
          • HBP Part 7.7. Purchases Requiring Special Handling - General Information
            • HBP Part 7.7.1. Purchasing of Used Equipment
            • HBP Part 7.7.2. Purchase From Employee or Relative of Employee
            • HBP Part 7.7.4. Foreign Purchases and Customs Requirements
            • HBP Part 7.7.5. Blanket Purchase Orders
            • HBP Part 7.7.6. Purchase and Payment Methods for Technology Purchases
            • HBP Part 7.7.7. Purchases Eligible Through Multiple Procurement Methods
            • HBP Part 7.7.8. Incident Purchases
            • HBP Part 7.7.10. Remodeling and Construction Services Purchases
            • HBP Part 7.7.11. Services Provided by Other University Departments
            • HBP Part 7.7.13. Purchase of Telephone Systems
            • HBP Part 7.7.14. Purchase of Vehicles
          • HBP Part 7.8 The Procurement Card Program
            • HBP Part 7.8.1 Procedures for ProCard Holders
            • HBP Part 7.8.2. Roles and Responsibilities
              • HBP Part 7.8.2.1. Purchasing Software with a Procard
              • HBP Part 7.8.2.2. Authorized Purchase of Low Risk Softwared with a Procard
              • HBP Part 7.8.2.3. Limited Process to Seek Authorization for Purchase of Higher Risk Software with a Procard
              • HBP Part 7.8.2.4 Purchasing Department is Responsible for Business and Legal Risks
            • HBP Part 7.8.3 Appropriate Conduct with ProCard
            • HBP Part 7.8.4 Consequences of Misuse
          • HBP Part 7.9. Payment Terms, Freight, and Transfer of Ownership - General Information
            • HBP Part 7.9.2. Freight
            • HBP Part 7.9.3. Transfer of Ownership - Free on Board (FOB)
          • HBP Part 7.10. Purchase Order Changes and Cancellations - General Information
            • HBP Part 7.10.1. POINT Plus Purchase Order Changes
            • HBP Part 7.10.2. UT Market Purchase Order Changes
            • HBP Part 7.10.3. State Contract Purchase Order Changes
            • HBP Part 7.10.4. Purchase Order Cancellations
          • HBP Part 7.11. Vendor Procedures - General Information
            • HBP Part 7.11.1. Vendor Guidellines for Doing Business with the University of Texas at Austin
            • HBP Part 7.11.2. Bid and Proposal Submission Requirements
            • HBP Part 7.11.3. Vendor Protests, Disputes, and Resolutions
            • HBP Part 7.11.4. University Terms and Conditions
          • HBP Part 7.12. Sustabinability - Statement of Purpose
            • HBP Part 7.12.1. Responsibilities of Procurement and Payment Services
            • HBP Part 7.12.2. Responsibilities of University Departments
            • HBP Part 7.12.3. Commodity-Specific Recommendations
            • HBP Part 7.12.4. Initiatives toward a More Responsible Supply Chain
            • HBP Part 7.12.5. Future Goals and Recommendations
      • HBP Part 9. Expenditure Procedures
        • HBP Part 9.1. Expenditure Procedures Introduction and Resources
          • HBP Part 9.1.1. Entertainment and Official Occasions Expenses
          • HBP Part 9.1.10. Co-Sponsorships
          • HBP Part 9.1.11 Relocation Expenses
          • HBP Part 9.1.2. Other Reimbursements
          • HBP Part 9.1.3. Bottled Water Purchase
          • HBP Part 9.1.4. Prepayments
          • HBP Part 9.1.5. Communication Device Allowance
          • HBP Part 9.1.6. Use of Credit Cards for Official University Business
          • HBP Part 9.1.7. Advances for Research Subjects and Survey Participants
          • HBP Part 9.1.8. Awards
          • HBP Part 9.1.9. Use of University Funds for Parking Expenditures
        • HBP Part 9.2. Payment Process - General Information
          • HBP Part 9.2.7. Payment Generation and Distribution
          • HBP Part 9.2.9. Unclaimed Property
        • HBP Part 9.3.2. Wire Transfers and Bank Drafts
      • HBP Part 10. Costing
        • HBP Part 10.1. Introduction and Resources
        • HBP Part 10.2. Service Center Policy Summary
        • HBP Part 10.3.1. Purpose
        • HBP Part 10.3.2. Responsibilities
        • HBP Part 10.3.3. General Information About Service Centers
        • HBP Part 10.3.4. Expenditures/Costs
        • HBP Part 10.3.5. Rate Setting
        • HBP Part 10.3.6. Types of Service Centers
        • HBP Part 10.3.7. Requesting and Approving a Service Center
        • HBP Part 10.3.8. Service Center Administration
        • HBP Part 10.3.9. Taxes
        • HBP Part 10.3.10. Equipment
        • HBP Part 10.3.11. Closing a Service Center
        • HBP Part 10.3.12. Glossary
      • HBP Part 11. Travel
        • HBP Part 11.1. Travel Introduction and Resources
        • HBP Part 11.2. Travel Authorization
        • HBP Part 11.3. Travel Arrangements
        • HBP Part 11.4. Cash Advance for Travel
        • HBP Part 11.5. Travel Reimbursements - General Information
          • HBP Part 11.5.1. Transportation
          • HBP Part 11.5.2. Meals and Lodging
          • HBP Part 11.5.3. Other Expenses
          • HBP Part 11.5.4. Receipts
          • HBP Part 11.5.5. Non-Employee Travel Reimbursement Procedures
      • HBP Part 12. Independent Contractors
        • HBP Part 12.1. Introduction and Resources
        • HBP Part 12.2. Authorizations
        • HBP Part 12.3. Classification of Independent Contractors Versus Employees
        • HBP Part 12.4. Payments, Including Honoraria and Stipends
        • HBP Part 12.5. International Nonemployees - General Information
          • HBP Part 12.5.1. Authorization for B Visitors
          • HBP Part 12.5.10. Visa Table
          • HBP Part 12.5.2. Authorization for J Visitors
          • HBP Part 12.5.3. Tax Treaty Benefits
          • HBP Part 12.5.4. Services Performed by Independent Contractors
          • HBP Part 12.5.5. Services Performed by Performers
          • HBP Part 12.5.6. Payment Documentation for Services Performed
          • HBP Part 12.5.7. Taxes for Nonresident Aliens
          • HBP Part 12.5.8. Travel Reimbursements
          • HBP Part 12.5.9. Resources
        • HBP Part 12.6. Taxes
      • HBP Part 13. Payroll Services
        • HBP Part 13.1. Introduction and Resources
        • HBP Part 13.2. Payroll - General Information
          • HBP Part 13.2.1. Salary and Wages
          • HBP Part 13.2.2. Encumbered and Unencumbered Payments
          • HBP Part 13.2.3. Pay Frequency
          • HBP Part 13.2.4. Employee’s Payroll Profile
          • HBP Part 13.2.5. Replacement Paychecks
          • HBP Part 13.2.6. Unclaimed Paychecks
        • HBP Part 13.8.5. Retiree Insurance Billing
      • HBP Part 14. Scholarships, Fellowships, and Cash Prizes
        • HBP Part 14.1. Introduction and Resources
        • HBP Part 14.2. Types of Scholarships and Fellowships
        • HBP Part 14.3. Foreign Recipient Taxation
        • HBP Part 14.4. Cash Prizes
        • HBP Part 14.5. Taxes
        • HBP Part 14.6. Year-End Processing
      • HBP Part 15. Student Accounting
        • HBP Part 15.1. Introduction and Resources
        • HBP Part 15.2. Tuition and Fee Billing
        • HBP Part 15.3. Loans
        • HBP Part 15.4. Returned Payments
        • HBP Part 15.5. Collection of Past Due Accounts
      • HBP Part 16. Inventory Control and Property Management
        • HBP Part 16.1. Inventory Control and Property Management Overview
        • HBP Part 16.2. Acquisition of Equipment
        • HBP Part 16.3. Tracking, Maintenance, and Utilization
        • HBP Part 16.4. Removal of Equipment from the Inventory
        • HBP Part 16.5. Disposition of Government-Owned Equipment
        • HBP Part 16.6. Other Transactions Relating to Equipment
        • HBP Part 16.7. Reference Materials
      • HBP Part 17. Office of Sponsored Projects/Sponsored Projects Award Administration
        • HBP Part 17.2. Types of Awards
        • HBP Part 17.3. Origination of Awards and Credit Policy
        • HBP Part 17.4. Salary Clearing Accounts
        • HBP Part 17.5. Sponsored Projects Closeout
      • HBP Part 18. Non-Endowment Funds Investment Management
      • HBP Part 19. Risk Management
        • HBP Part 19.1 Introduction and Resources
          • HBP Part 19.1.1 Vehicle Insurance and Related Claims
          • HBP Part 19.1.2 Charter Bus Insurance Requirements
          • HBP Part 19.1.3 Equipment Insurance and Related Claims
          • HBP Part 19.1.4 Fine Arts Insurance
          • HBP Part 19.1.5 Comprehensive Property Protection Plan (CPPP)
          • HBP Part 19.1.6 General Liability Policies
          • HBP Part 19.1.8 Special Events General Liability (SEGL) Insurance
          • HBP Part 19.1.9 Camp Insurance
          • HBP Part 19.1.10 General Contract Insurance Requirements
          • HBP Part 19.1.11. Tenant and Users Liability Inusrance Policy (TULIP) Program
          • HBP Part 19.1.12. Liability for Equipment Damaged by Facilities/Utilities Failures
        • HBP Part 19.2. UTDRIVERS
        • HBP Part 19.3. Audit Liason
        • HBP Part 19.4. Enterprise Risk Management
        • HBP Part 19.5. Red Flag Rule
          • HBP Part 19.5.1. Identity Theft Prevention Program
          • HBP Part 19.5.2. Identity Theft Program Guidelines
          • HBP Part 19.5.3. Consumer Reports
          • HBP Part 19.5.4. Debit Card Issuance
          • HBP Part 19.5.5. Glossary
      • HBP Part 20. Records Management
        • HBP Part 20.1. Introduction and Resources
        • HBP Part 20.2. Records Retention - General Information
          • HBP Part 20.2.1. Records Management Services Documents
          • HBP Part 20.2.2. How to Use the University of Texas at Austin Records Retention Schedule (UTRRS)
          • HBP Part 20.2.3. Archival Requirements
          • HBP Part 20.2.4. Conditions Under Which Records Must Not Be Destroyed
        • HBP Psrt 20.3. Applying Retention to Master Records at the Department Level
        • HBP Part 20.4. Departmental Records Management - General Information
          • HBP Part 20.4.1. Departmental Records Management Contacts
          • HBP Part 20.4.3. Records Management Plan
          • HBP Part 20.4.4. Contracts Pertaining to State Records
        • HBP Part 20.5 - Disposition of Records - General Information
          • HBP Part 20.5.1. Requirements for Disposition of Records
          • HBP Part 20.5.2. Confidential or Sensitive Records versus Nonconfidential Records
          • HBP Part 20.5.3. Archival Review/Transfer Procedures
          • HBP Part 20.5.4. Destruction Procedures and Form
        • HBP Part 20.6. Types of Records - General Information
          • HBP Part 20.6.1. Master Records
          • HBP Part 20.6.2. Convenience Copies
          • HBP Part 20.6.3. Transitory Information Records
          • HBP Part 20.6.4. Categories of Correspondence
          • HBP Part 20.6.5. Email Correspondence
          • HBP Part 20.6.6. Electronic Records
          • HBP Part 20.6.7. Vital Records
        • HBP Part 20.7. Records that contain confidential or sensitive information - general information
          • HBP Part 20.7.1. Managing Controlled or Confidential Records
          • HBP Part 20.7.2. Destructions Options for Confidential or Sensitive Records
          • HBP Part 20.7.3. Contact and Payment Procedures for Document Destruction Vendors
        • HBP Part 20.8. Records Management Terminology
      • HBP Part 21. Notary Public Appointments
        • HBP Part 21.1. Notary Public Appointments Introduction and Resources
        • HBP Part 21.2. Guidelines
      • HBP Part 24. HUB/SB Office—Small and Disadvantaged Business Organizations
        • HBP Part 24.1. Introduction and Resources
        • HBP Part 24.2. Historically Underutilized Business (HUB) Program - General Information
          • HBP Part 24.2.1. HUB Subcontracting Plans (HSP)
          • HBP Part 24.2.2. HUB Program Mentor/PROTÉGÉ Program
          • HBP Part 24.2.3. HUB Program Economic Opportunity Forums (EOF)
          • HBP Part 24.2.4. HUB Reporting Requirements
        • HBP Part 24.3. Federal Small Business Program
          • HBP Part 24.3.1. Individual Subcontracting Plan
        • HBP Part 24.5. Vendor Procedures - General Information
          • HBP Part 24.5.1. Vendor Guidelines for Doing Business with the University of Texas at Austin as a Historically Underutizlized Business (HUB) or Federal Small Business Concern
          • HBP Part 24.5.2. Bid and Proposal Submission Requirements
          • HBP Part 24.5.3. Vendor Protests, Disputes, and Resulutions
          • HBP Part 24.5.4. Terms and Conditions
      • References
  • Resources
  • Trainings
• News and Updates
• Student Accounts Receivable
  • Paydays & Payroll Deadlines
  • Tuition Services
  • Institutional Loans
  • Centralized Receivables
  • Returned Checks
  • Perkins Loan Services
  • Nurse Faculty Loan Program Services
  • Scholarship & Fellowship Services
  • Student Payment Information
  • Student Tax Form Information
  • Collection Agencies
  • Credit Bureaus